Advanced Inventory Workflows with Katana - Multiple Locations

25/09/2024 53 min Temporada 4
Advanced Inventory Workflows with Katana - Multiple Locations

Listen "Advanced Inventory Workflows with Katana - Multiple Locations"

Episode Synopsis


New Series - Rachel and Dan will be joined by Shawn Coultice from Katana to discuss some side by side feature comparisons with QB Enterprise and Katana's Cloud-based Inventory Solution. For people considering the switch to QB Online with an Inventory Management Add-on, this series will be helpful to determine what features and workflows will work in a cloud based solution, and which workflows might be better suited for a could based solution.
Learn More About Katana Here - https://psref.katanamrp.com/SOBWorkshop 
Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Register for the Live sessions at: https://www.schoolofbookkeeping.com/workshop-wednesday 
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Brought to you by http://www.schoolofbookkeeping.com  - Keep Learning
00:00 Introduction and Workshop Overview
01:30 Inventory Management Challenges
01:58 Introducing Shawn and Katana
03:24 Community Announcements and Challenges
08:23 Advanced Inventory Workflows in QuickBooks
10:21 Katana's Inventory Management Features
23:42 Setting Up Inventory Locations and Bins
37:35 Efficiencies in Inventory Management
42:32 Stock Transfers and Future Enhancements
50:37 Conclusion and Upcoming Topics